RNB Wealth Management Group

Overview

RNB Wealth Management Group is a small, fee-based advisory firm structured as a limited liability company and owned by an individual. The firm focuses on discretionary portfolio management for individuals and small businesses, charging a percentage-of-AUM advisory fee. Its investment approach is equity-centric, with a clear preference for exchange-traded equities as the primary building block of client portfolios, supplemented by mutual funds and selected alternative strategies. RNB is not positioned as an ESG specialist and operates with a single-office footprint, managing accounts primarily on a discretionary basis through a custodial relationship with Charles Schwab & Co., Inc. The firm appears to follow a core equity allocation strategy, using liquid, exchange-listed instruments to deliver market exposure and portfolio tilts. For higher-conviction or diversification needs it employs third-party alternative managers and private placement vehicles, suggesting a willingness to mix traditional long-only exposure with alternative return streams where appropriate for client objectives and accreditation status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices